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Sales Reports Overview

Article: 000050270
Updated: April 25, 2024

Lead Gen & CRM provides different types of sales and CRM reports. These reports are designed to give you all the information you need to measure your current sales performance—and to forecast performance for the future.

 
Users:
Administrators 
Company Managers 
Marketing Managers  
Sales Managers 
Salespersons 
Jr. Salespersons 


Viewing Reports

The Pipeline Report section of Lead Gen & CRM displays information on the various aspects of a pipeline. To view and utilize reports, do the following:

  1. Hover the Sales drop-down menu in Lead Gen & CRM's top toolbar.
  2. Select one of the following reports from the Reports section:
Note: Sales Optimizer Tasks Report is available on Ultimate plans. 


Pipeline Value Report

The Pipeline Value report shows all of the opportunities that are expected to close within a certain time period. This report is an excellent tool for forecasting sales.

Each stage of the pipeline provides data for the Expected Value and Total Value of all opportunities currently in that stage.


Refer to Pipeline Value Report Overview for more information on Pipeline Value reports.

Note: Create up to 2 pipelines on Trial and Essential plans. Create unlimited pipelines on Advanced and Ultimate plans.


Opportunity Health Report

The Opportunity Health Report allows you to see how your pipeline opportunities are performing. This report shows many different things about opportunities, including:

  • The statuses of opportunities in pipelines
  • The problems affecting opportunities
  • How long an opportunity has been in a pipeline stage
  • How an opportunity has been contacted


Refer to Opportunity Health Report Overview for more information on Opportunity Health reports.
 



Conversion Analysis Report

The Conversion Analysis report shows the current stage of every opportunity created during a specified date range. This report is useful for showing the quality of the opportunities you have created and the conversion rates of your sales staff.

Refer to Conversion Analysis Report Overview for more information on Conversion Analysis reports.



Won/Lost Report

The Won/Lost report provides information on all opportunities won or lost across all pipelines over a given timeframe, including:
  • The total number of opportunities in the report category
  • The total opportunity monetary value
  • The average opportunity monetary value
  • The average time it took to close opportunities


Refer to Won/Lost Report Overview for more information on Won/Lost reports.



Sales Performance Report

The Sales Performance report enables you to ensure your sales team is on track to meet key goals by estimating the total and expected value of your pipeline. Filter by sales rep to measure performance and improve your sales strategy.

Refer to Sales Performance Report Overview for more information on Sales Performance reports.

 




Sales Optimizer Tasks Report

The Sales Optimizer Tasks report provides you with a detailed report on the number of automated tasks, per individual user and by entire sales teams. The Sales Optimizer Tasks report gives insight into what automated tasks are being completed or rescheduled within a given timeframe.
 

Refer to Sales Optimizer Tasks Report Overview for more information on the Sales Optimizer Tasks reports.

Note: Sales Optimizer Tasks Report is available on Ultimate plans. 


Activity Report

The Activity report allows you to view important tasks, notes, and statuses for a filtered set of opportunities. Access the Activity report from other reports by clicking Select a Different Report > Activity Report.

You can choose to see activity based on the sales reps and tags, pipelines, deal stages, and both opportunities with and without activity.

This report is useful for showing what is actually going on inside of a specific opportunity by giving you a more granular view of the activity within your sales organization:

  • Status is adjusted in the Status field for that opportunity
  • Notes are pulled from the Notes section of that opportunity
  • Upcoming tasks are associated with future tasks for that opportunity
  • Tasks are all total tasks for that opportunity
  • Adjust the date range to see all of the activity for opportunities that are closing during the period


Follow-Up Report

When creating a pipeline stage, you can choose to set a standard for how often you should email or call leads associated with that opportunity.

The associated report, the Follow-Up report, shows how many calls or emails you should have sent alongside the calls and emails you actually sent.

Access the Follow-Up report from other reports by clicking Select a Different Report > Follow-Up Report.


The number of logged calls shows up as the Total, and the number or calls you should have made shows up as the Goal. It is the same for emails. The Total number of emails are the number of IMAP emails and smart emails sent to contacts that are associated with that opportunity. The Goal is the number of emails designated in the Sales Automation Policy for the deal stage.

Below is a breakdown of the analytics for the Follow Up Report:

  • Avg Calls (Total/Goal):
  • Total Calls
  • Total Contact
  • Total VM
  • Total No Contact
  • Avg Personal Emails 
  • Total Automated Emails
  • Total
  • Expanded Total 


Saving and Scheduling Reports

Once the reports have been created, you can save them and schedule them to be sent via email at a later date. Saved reports can be scheduled either from the report page itself or from the Manage Reports page.

Refer to Saving and Scheduling Reports for more information on saving and scheduling reports.

 


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